Richard George - Ameriprise Financial Services, I

The Robertson Stephens’ Boise office aims to transform the wealth management experience for our clients. We are industry veterans who are experienced working with individuals and families. Driven by innovation, we offer unique solutions that are designed to ensure our client’s long-term financial success. We help provide access to institutional-quality public and private investment solutions, comprehensive wealth planning, and intelligent digital solutions, all within a fiduciary relationship. We implement a collaborative approach to managing your wealth, partnering with your family, attorneys, estate planners, and accountants. We partner with them to develop an overall plan that allows our clients to make better, financial and non-financial, decisions because they have better information.

Your experience working with us will likely be very different than other firms. We treat you as a partner, more than as a client. You will have an experienced wealth management advisor as your day-to-day contact, one who will always be available to discuss changes to your goals, investment strategies, answer your questions, and be by your side. We took a broken system and completely turned it on its ear. Our unique financial planning led approach considers income, tax brackets, retirement goals, estate plans, and current assets to create a holistic plan completely customized for you. That is how we became one of the top independent wealth management firms in Idaho, focusing on women (and men) preparing for retirement.

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth. For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018 – 2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager for Wells Fargo Investments. Before Wells Fargo, Rick was Division Vice President of the Northwest Region for Ameriprise Financial Services from 1993 to 2001, specializing in Financial Planning and investments.